Save Members Approval Questions
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Mical Johnson
Currently we have the ability to create questions for approval before allowing a new member into a group. However, when viewing the answers there is currently no way to save those answers to the contact record without retyping them. You can't even copy/paste because the answer field is greyed out. There also isn't a way to see the answers to the questions after you have approved the user.
I would love the ability to save the membership questions to the contact record so that I can review them later.
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Keith Besherse
This request is one tiny piece of being able to manage communities and courses as marketing funnels.
Here is another part:
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Keith Besherse
We need the questions to be mandatory and we need to save the answers so we can use them for audience segmentation/offer.
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Keith Besherse
Hide the Member list, Chat, and Invite Members buttons.
I am using CSS in Communities to hide functions that should be an option for the group admin to turn on or off depending on the purpose and culture of the community group.
We need a toggle in Settings where the group admin can turn off or on those features - Invite Members button, Chat, and Members.
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Keith Besherse
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Shivani Gera
Keith Besherse hi Keith
This was recently released. Thankyou
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Keith Besherse
Shivani Gera, Well, the questions still aren't mandatory.
But, after some searching I found where the member questions are stored. Thank you!
Next request: can we filter in the CRM to tag the contact based on the answer?
ticket number is: 3288756. (Includes video of me finding the menu item!)
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Keith Besherse
Shivani Gera, I was able to find the answers!
Still, we have the appearance without the function.
What I think we want is to be able to filter If/else statements in a workflow based on the answers. If they say they need training we should send the price for that program, if they say they need an appointment we should send calendar link, if they say they don't want what we offer we should ban them via workflow without need for human interaction.
Please see the video clip I included with /tickets/3288756.
Thank you.
Core Platform Sales & Marketing RevEx Group Shivam HighLevel
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Rossco Paddison
Yeh this makes it almost unusable.
Tragic that the right hand isnt talking to the left hand when it comes to anything inside the communities talking to the client records etc in GHL
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Keith Besherse
Rossco Paddison, same issue with AI talking to Contact records. We have this great database of information. But new features are rolled out regularly without being synchronized to that data.
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Keith Besherse
Shivam HighLevel Core Platform Sales & Marketing RevEx Group
When will this fundamental issue be addressed?
Shaun Clark Varun Vairavan Chase Buckner Shivani Gera
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Varun Vairavan
Keith Besherse Got this to Shivani and Nilashish on slack
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Keith Besherse
Varun Vairavan THANK YOU! That is great news.
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Shivani Gera
Keith Besherse hi Keith this is going live within this week itself. We are just closing the testing
Thanks
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Keith Besherse
Shivani Gera, Fantastic!
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Keith Besherse
Varun Vairavan, you do see that there is also a fundamental issue being highlighted here, right?
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Keith Besherse
Also, trigger/filter/action for event registration:
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Himaani J
AGREED.
Without the ability to save the 3 membership questions or the ability to analyze that data for improving workflows or sending customized invites to those who would benefit the most, I am not sure what's the point of having them in the first place.
The first chrome extension for grabbing similar data from facebook groups was developed by Kim dang about 5 years ago. It was called Group Convert and it could both collect questions and answers along with a whole bunch of usable information as extracted from the members facebook profile + pass it through zapier to email autoresponders.
Today, this feature has been advanced to an incredibly powerful level when it comes to FB groups but with Highlevel communities, it seems like we have gone back to the stone ages!
How do we run a successful business with this important infrastructure feature missing? Of cousre, the next level would be to ban certain people from repeat requests , send email + SMS notofications upon approval, selective messaging based off answers or radio button choices made and so on...
Shivani Gera
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Keith Besherse
When deciding on a new member request, option to immediately ban.
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Keith Besherse
Also, for the group admins, I'd like record of which one approved access if manual or if by automation.
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Keith Besherse
Trigger a workflow with the filters being which radio button answer the community member selected.
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Seamus Reynolds
This is a very BIG MISSED OPPORTUNITY for lead generation. I run a group for a client, and we have added some very specific membership questions to approve their access, and they are giving us massively valuable information, but now it does not exist. Should these questions not be Custom Fields, so that they can be directly associated with the contact who enters them.
Is there currently anywhere that the information someone has entered, has been stored somewhere in the back-end that we can retrieve?
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Keith Besherse
Seamus Reynolds, no doubt. What is the point of asking the questions if we aren't doing data analytics, audience segmentation, and nurturing?
Shaun Clark, it would be better to not have the questions at all. Chase Buckner Core Platform Sales & Marketing
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Keith Besherse
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Keith Besherse
Which members registered. (And the ability to message them.)